碳酸锂主力合约创新高锂电材料涨价潮持续

工银瑞信基金2025-12-26

点击即可收听全部内容12月26日,碳酸锂主力合约强势站上13万/吨关口,创下2023年11月以来的新高。其年内累计涨幅超68%,成为大宗商品市场中表现最亮眼的品种之一。受储能需求超预期及新能源汽车销量持续增长拉动，市场对锂电池需求不断上修，锂电材料多个细分领域正迎来供需拐点。我们认为，2026年-2027年，锂电材料价格整体迎来底部向上的趋势较为确定。从锂电产业链看，当前市场对2026年锂电池需求...

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碳酸锂主力合约创新高 锂电材料涨价潮持续

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碳酸锂主力合约创新高锂电材料涨价潮持续